iShares Russell 1000 Value Index shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 7.3k | 179.11 |
| 2023-12-31 | $1.2M | 7.4k | 165.25 |
| 2023-09-30 | $1.1M | 7.5k | 151.82 |
| 2023-06-30 | $1.2M | 7.5k | 157.83 |
| 2023-03-31 | $1.1M | 7.5k | 152.26 |
| 2022-12-31 | $1.2M | 8.0k | 151.65 |
| 2022-09-30 | $1.4M | 10k | 136.00 |
| 2022-06-30 | $1.5M | 11k | 144.92 |
| 2022-03-31 | $1.8M | 11k | 165.98 |
| 2021-12-31 | $1.9M | 11k | 167.93 |
| 2021-09-30 | $1.8M | 11k | 156.48 |
| 2021-06-30 | $1.8M | 11k | 158.58 |
| 2021-03-31 | $1.8M | 12k | 151.57 |
| 2020-12-31 | $1.6M | 12k | 136.74 |
| 2020-09-30 | $1.6M | 13k | 118.15 |
| 2020-06-30 | $1.5M | 13k | 112.59 |
| 2020-03-31 | $1.3M | 13k | 99.14 |
| 2019-12-31 | $1.9M | 14k | 136.49 |
| 2019-09-30 | $1.8M | 14k | 128.29 |
| 2019-06-30 | $2.0M | 15k | 129.85 |
| 2019-03-31 | $1.9M | 16k | 123.48 |
| 2018-12-31 | $1.8M | 16k | 111.06 |
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